Grimes & Company’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Hold |
|
|||||
|
2025
Q2 | $241K | Hold |
|
|||||
|
2025
Q1 | $230K | Sell |
|
|||||
|
2024
Q4 | $222K | Hold |
|
|||||
|
2024
Q3 | $228K | Hold |
|
|||||
|
2024
Q2 | $215K | Hold |
|
|||||
|
2024
Q1 | $222K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $380K | Hold |
|
|||||
|
2018
Q4 | $350K | Hold |
|
|||||
|
2018
Q3 | $401K | Hold |
|
|||||
|
2018
Q2 | $382K | Hold |
|
|||||
|
2018
Q1 | $391K | Hold |
|
|||||
|
2017
Q4 | $416K | Sell |
|
|||||
|
2017
Q3 | $405K | Hold |
|
|||||
|
2017
Q2 | $393K | Hold |
|
|||||
|
2017
Q1 | $383K | Hold |
|
|||||
|
2016
Q4 | $366K | Sell |
|
|||||
|
2016
Q3 | $392K | Hold |
|
|||||
|
2016
Q2 | $383K | Hold |
|
|||||
|
2016
Q1 | $374K | Hold |
|
|||||
|
2015
Q4 | $362K | Hold |
|
|||||
|
2015
Q3 | $349K | Hold |
|
|||||
|
2015
Q2 | $380K | Buy |
|